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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

993 hedge funds and large institutions have $15.4B invested in JPMorgan Equity Premium Income ETF in 2023 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 467 increasing their positions, 284 reducing their positions, and 57 closing their positions.

Holders
993
Holders Change
+106
Holders Change %
+11.95%
% of All Funds
14.56%
Holding in Top 10
137
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.74%
% of All Funds
2.01%
New
176
Increased
467
Reduced
284
Closed
57
Calls
$18.9M
Puts
$36.6M
Net Calls
-$17.6M
Net Calls Change
-$41.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.71B
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$78.2M
3
CWS
3
Confluence Wealth Services
Pennsylvania
$52.7M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$116M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$98.9M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$357M
2
CA
2
Clearstead Advisors
Ohio
$63.2M
3
GI
3
Gradient Investments
Minnesota
$17.1M
4
Bank of America
4
Bank of America
North Carolina
$1.42B
5
LSIA
5
LaSalle St. Investment Advisors
Illinois
$4.25M
Name Market Value Shares Shares
Change 		Shares
Change %
OC
251
Oppenheimer & Co
New York
$5.82M 105,890 -16,999 -14%
RCA
252
Resonant Capital Advisors
Wisconsin
$5.81M 104,931 +104,931 New
PWP
253
Principle Wealth Partners
Connecticut
$5.71M 103,865 -3,664 -3%
GAA
254
Global Assets Advisory
Florida
$5.7M 103,477 +35,172 +51%
WP
255
WealthPLAN Partners
Nebraska
$5.66M 102,859 +2,718 +3%
CAM
256
Cobblestone Asset Management
Virginia
$5.63M 102,414 +1,573 +2%
CW
257
CIC Wealth
Maryland
$5.61M 101,983 +19,255 +23%
NFG
258
Nations Financial Group
Iowa
$5.6M 101,913 +64,663 +174%
GM
259
GeoWealth Management
Illinois
$5.57M 101,359 +6,451 +7%
PCS
260
Personal CFO Solutions
New Jersey
$5.55M 100,894 -2,435 -2%
AWM
261
Aprio Wealth Management
Georgia
$5.52M 100,386 +19,655 +24%
DWP
262
Destiny Wealth Partners
Florida
$5.43M 99,107 +3,580 +4%
PCM
263
Pennsylvania Capital Management
Pennsylvania
$5.43M 98,714 -2,677 -3%
MA
264
Mutual Advisors
Nebraska
$5.4M 98,164 -258,791 -72%
William Blair & Company
265
William Blair & Company
Illinois
$5.3M 96,472 +19,389 +25%
AWA
266
Arete Wealth Advisors
Illinois
$5.27M 95,777 +79,703 +496%
TGAM
267
TBH Global Asset Management
Tennessee
$5.26M 95,682 +47,959 +100%
FA
268
Financial Alternatives
California
$5.23M 95,145 +2,963 +3%
MA
269
MBA Advisors
Pennsylvania
$5.22M 95,009 -1,826 -2%
GWM
270
Geneos Wealth Management
Colorado
$5.22M 94,931 +5,898 +7%
MC
271
Moors & Cabot
Massachusetts
$5.21M 94,762 +286 +0.3%
ATPW
272
Ashton Thomas Private Wealth
Arizona
$5.21M 94,737 +22,505 +31%
VC
273
Vicus Capital
Pennsylvania
$5.16M 93,911 +48,937 +109%
MW
274
MBL Wealth
North Carolina
$5.14M 93,523 -682 -0.7%
TCM
275
Traynor Capital Management
Pennsylvania
$5.13M 93,309 +9,001 +11%
9 10
11
12 13